-96.6%
TOON vs VT
+53.2%
-149.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.1% | -2.3% | -1.4% |
| 7D | -6.7% | -4.2% | -2.5% | -1.7% |
| 30D | -14.4% | -5.8% | -8.6% | -7.9% |
| 3M | -17.9% | -5.2% | -12.6% | -12.4% |
| 6M | -22.3% | +0.1% | -22.5% | -22.8% |
| YTD | -32.4% | +8.2% | -40.6% | -39.2% |
| 1Y | -29.4% | +10.1% | -39.5% | -37.8% |
| 3Y | -57.3% | +69.7% | -126.9% | -78.7% |
| 5Y | -96.6% | +53.4% | -150.0% | -97.8% |
| All | -96.6% | +53.2% | -149.8% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling